How to Retire on Time
By Kedrec Wealth
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Episodes: 435
Description
Welcome to How to Retire on Time, a show that answers your retirement questions. Say goodbye to the oversimplified advice you've heard hundreds of times. This show is about getting into the nitty-gritty so you can make better decisions as you prepare for retirement. Text your questions to 913-363-1234 and we'll feature them on the show. Don't forget to grab a copy of the book, How to Retire on Time, or check out our resources by going to www.retireontime.com.
| Episode | Date |
|---|---|
|
When Tax Planning Matters
|
May 01, 2026 |
|
Can You Retire With $250,000?
|
Apr 30, 2026 |
|
At 55, How Much Should I Have Saved?
|
Apr 29, 2026 |
|
Why Warren Buffet Isn’t 100% in Stocks
|
Apr 24, 2026 |
|
Can AI Build My Retirement Plan?
|
Apr 23, 2026 |
|
How to Plan for Future Unknown Tax Brackets
|
Apr 17, 2026 |
|
The Difference Between Mutual Funds and ETFs in Your 401(k)
|
Apr 15, 2026 |
|
Mistakes People Make When Selling at a Loss
|
Apr 13, 2026 |
|
World War III: Should I Hold My Stocks?
|
Apr 10, 2026 |
|
$2 Million Retirement. How Long Will It Last?
|
Apr 08, 2026 |
|
How Income Planning Affects Healthcare Planning
|
Apr 06, 2026 |
|
A Better Way to Sell My Rental: Vacant or Occupied
|
Apr 03, 2026 |
|
Planning for Rising Healthcare Costs
|
Apr 02, 2026 |
|
Why Are My Friends Getting Better Annuity Rates Than Me?
|
Apr 01, 2026 |
|
Responding to an Angry Commenter About REITs
|
Mar 31, 2026 |
|
I’m Behind on My Retirement: What Should I Do?
|
Mar 30, 2026 |
|
How to Fix Your Missed RMD
|
Mar 27, 2026 |
|
How to Buy Your Retirement Home
|
Mar 26, 2026 |
|
What to Look for on Your Tax Return
|
Mar 25, 2026 |
|
Tax Minimization Strategy Often Overlooked
|
Mar 24, 2026 |
|
How to Compare Your Retirement Income Options
|
Mar 23, 2026 |
|
What to Use for Laddered Income in Retirement
|
Mar 20, 2026 |
|
Should You Move to a Tax-Free State in Retirement?
|
Mar 19, 2026 |
|
Why Annuities Lower Their Rates Mid-Contract
|
Mar 18, 2026 |
|
DIY Retirement Portfolio Ideas
|
Mar 17, 2026 |
|
Different Ways You Can Create Income in Retirement
|
Mar 16, 2026 |
|
What Many People Miss When Preparing for Retirement
|
Mar 12, 2026 |
|
What to Do If You Lose Your Job Right Before Retirement
|
Mar 06, 2026 |
|
Why Healthcare Before 65 Needs Tax Planning
|
Mar 05, 2026 |
|
Understanding Different Types of Buffered ETFs
|
Mar 04, 2026 |
|
The Truth About Filing Early and Investing Your Social Security Benefits
|
Mar 03, 2026 |
|
There’s More to Tax Planning Than Just IRA to Roth Conversions
|
Mar 02, 2026 |
|
How to Handle Retirement Regret
|
Feb 27, 2026 |
|
When to Pay Off Debt Before Retirement and When to Keep It
|
Feb 26, 2026 |
|
How to Mix Lifetime Income with Portfolio Growth
|
Feb 25, 2026 |
|
What to Consider Before Starting a Business in Retirement
|
Feb 24, 2026 |
|
The Basics of the Bear Market Protocol
|
Feb 23, 2026 |
|
A Quick Guide to Your Last 10 Working Years
|
Feb 20, 2026 |
|
Should You Include Private Equity/Credit in Your Retirement Portfolio?
|
Feb 19, 2026 |
|
Why The Plan Is Not as Important as the Strategy
|
Feb 18, 2026 |
|
What Happened to Gold and Silver?
|
Feb 17, 2026 |
|
Retirement Planning Regrets from 2025
|
Feb 16, 2026 |
|
Why Your Financial Plan Comes Second
|
Feb 14, 2026 |
|
Does the 60/40 Portfolio Still Work for Retirees?
|
Feb 13, 2026 |
|
What Financial Professionals Won’t Admit
|
Feb 12, 2026 |
|
If an Annuity Guarantees a High Payout, Why Wouldn’t You Take It?
|
Feb 12, 2026 |
|
If You Have Less Than $1,000,000 Saved, Build Your Retirement Plan Differently
|
Feb 11, 2026 |
|
Are 529 Plans Really the Best Way to Fund a Grandchild’s Education?
|
Feb 11, 2026 |
|
Ways to Invest in Real Estate Without Becoming a Landlord
|
Feb 10, 2026 |
|
How Lower Returns Can Actually Grow Your Money More
|
Feb 10, 2026 |
|
Why Building a Retirement Plan Around Your Portfolio Is Backwards
|
Feb 09, 2026 |
|
Annuities Sold Under Different Names
|
Feb 08, 2026 |
|
Indexed Annuities Explained: How They Work and When They Make Sense
|
Feb 07, 2026 |
|
Where to Shop for Fixed-Rate Retirement Products
|
Feb 06, 2026 |
|
How to Plan Around IRMAA and Medicare Surcharges
|
Feb 05, 2026 |
|
How to Respond to a Chaotic Start to the Year in the Markets
|
Feb 05, 2026 |
|
Starting Retirement Savings at 50: Strategies to Consider
|
Feb 04, 2026 |
|
What to Watch for When Filing Your Taxes This Year
|
Feb 03, 2026 |
|
Should You Take Social Security Early and Invest It?
|
Feb 02, 2026 |
|
What Should You Do With Extra Cash Flow in Retirement?
|
Feb 01, 2026 |
|
How a Financial Plan Really Works (And What to Expect)
|
Jan 31, 2026 |
|
How to Spend Your Money in Retirement
|
Jan 30, 2026 |
|
Should You Ever Keep Debt in Retirement?
|
Jan 29, 2026 |
|
Should You Still Invest in Growth 2–5 Years Before Retirement?
|
Jan 28, 2026 |
|
What Your 1040 is Telling You About Your Financial Future
|
Jan 28, 2026 |
|
Planning Retirement With Aging Parents and Helping Kids
|
Jan 27, 2026 |
|
Does Living Off the S&P 500 Really Work in Retirement?
|
Jan 26, 2026 |
|
Alternatives to Traditional Long-Term Care Insurance
|
Jan 13, 2026 |
|
How to Figure Out What You Will Likely Spend in Retirement
|
Jan 12, 2026 |
|
From Where Should You Pull Your Retirement Income First?
|
Jan 09, 2026 |
|
A Big Mistake Many People Make When They Retire
|
Jan 08, 2026 |
|
Don’t Look for the ‘Perfect’ Withdrawal Rate. Do This Instead
|
Jan 07, 2026 |
|
Why Pensions and Annuities Look Similar, but Are Different
|
Jan 03, 2026 |
|
Why Your Portfolio Should Change When You Retire
|
Jan 02, 2026 |
|
Why You May Not Want to Roll Your 401(k) Over, Yet
|
Jan 01, 2026 |
|
The Problem With Many Social Security Optimization Strategies
|
Dec 31, 2025 |
|
Start With Income Needs, Not Account Balances
|
Dec 30, 2025 |
|
The Counterintuitive Calculation with Lifetime Income
|
Dec 26, 2025 |
|
How to Retire on $500,000
|
Dec 25, 2025 |
|
Hidden Tax Traps You Need to Know About
|
Dec 24, 2025 |
|
Why Your Annuities May Be Under Performing
|
Dec 23, 2025 |
|
When Diversification Makes Sense, and When it Can Hurt
|
Dec 22, 2025 |
|
Which is Better: Buffered ETFs or Bond Funds?
|
Dec 20, 2025 |
|
How to Handle Healthcare Insurance in This Ever-Changing Environment
|
Dec 19, 2025 |
|
The Benefits and Detriments of Using AI to Plan Your Retirement
|
Dec 18, 2025 |
|
Can You Retire With $700,000?
|
Dec 17, 2025 |
|
Why You Don’t do Your Income Planning First
|
Dec 16, 2025 |
|
Is Limiting Your Income Worth the Deduction?
|
Dec 12, 2025 |
|
When Helping Your Kids Can Actually Hurt Them
|
Dec 11, 2025 |
|
Tips on How to Prepare to Sell Your Business
|
Dec 10, 2025 |
|
Why Tax Planning is More Than IRA to Roth Conversions
|
Dec 09, 2025 |
|
What Has Worked May Not Continue to Work
|
Dec 08, 2025 |
|
What Comes First When Planning Retirement
|
Dec 05, 2025 |
|
When You May NOT Want to Manage Your Portfolio in Retirement
|
Dec 04, 2025 |
|
How Buffered ETFs Are Different Than Fixed-Indexed Annuities
|
Dec 03, 2025 |
|
When to Start Lifetime Income
|
Dec 02, 2025 |
|
Why You May Want the Market to Crash When you Retire
|
Dec 01, 2025 |
|
What Are the Giving Machines? With Tammy Reid
|
Nov 24, 2025 |
|
Charitable Giving Special Episode (With Tammy Reid)
|
Nov 23, 2025 |
|
Different Ways to Gift While Minimizing Your Taxes
|
Nov 21, 2025 |
|
Why You May Want to Diversify by Strategy, not Just by Positions
|
Nov 20, 2025 |
|
Breaking Down Senior Healthcare Options
|
Nov 19, 2025 |
|
The Problem with Average Annual Returns
|
Nov 18, 2025 |
|
An Introduction to Kedrec Wealth’s Bear-Market Protocol
|
Nov 17, 2025 |
|
Is the Fed Cutting Rates a Good Thing?
|
Nov 14, 2025 |
|
How to Balance Purpose-Driven Work and When you Should Retire
|
Nov 13, 2025 |
|
Different Markets to Consider When Putting Your Portfolio Together
|
Nov 12, 2025 |
|
Which Comes First: Social Security Optimization or Tax Minimization?
|
Nov 11, 2025 |
|
Why a Looming Potential Crash Should not Prevent You From Considering the Stock Market as a Part of Your Portfolio
|
Nov 10, 2025 |
|
Be Cautious of Alleged Tax Loopholes
|
Nov 07, 2025 |
|
Why Plans Could Change if You Saved More for Retirement
|
Nov 06, 2025 |
|
Why Your 401(k) Growth Strategy May Not Work as Well in Retirement
|
Nov 05, 2025 |
|
Why the Tax Qualification of Your Dividends Matter
|
Nov 04, 2025 |
|
Year-End Planning Strategies Many Miss
|
Nov 03, 2025 |
|
What to Know About Roth IRAs
|
Oct 31, 2025 |
|
Ways to Create a Retirement Plan with Liquid Investments
|
Oct 30, 2025 |
|
Ways to Approach a Tax Efficient Real Estate Exit
|
Oct 29, 2025 |
|
What are the Potential Risks in Today's Market?
|
Oct 28, 2025 |
|
All of my Money is in a Savings Account. How do I Fund my Retirement?
|
Oct 27, 2025 |
|
Ways to Help Your Kids and Grandkids Outside the 529 Plan
|
Oct 24, 2025 |
|
What to Know About Lifetime Income From an Annuity
|
Oct 23, 2025 |
|
Is the 4% Rule Still Valid?
|
Oct 22, 2025 |
|
When IRA to Roth Conversions May Not be Beneficial
|
Oct 21, 2025 |
|
An Explanation of Buffered ETFs
|
Oct 20, 2025 |
|
Ways to Protect Older Adults Financially
|
Oct 18, 2025 |
|
More Important: Growth or Tax Minimization?
|
Oct 17, 2025 |
|
What to Know About Long-Term Care Insurance Through an Annuity
|
Oct 16, 2025 |
|
What to Consider About IRA to Roth Conversions
|
Oct 15, 2025 |
|
Are Advisors Able to Grow Assets Better Without any Downside Risk?
|
Oct 14, 2025 |
|
Are There Options if you Want Less Risk but Still Want Growth Potential?
|
Oct 12, 2025 |
|
Is Being a Landlord Still Worth it?
|
Oct 12, 2025 |
|
Are Buffered ETFs and Indexed Annuities the Same Thing?
|
Oct 11, 2025 |
|
Is Tax Planning Important in a Retirement Plan?
|
Oct 10, 2025 |
|
Is the Market Overvalued?
|
Oct 09, 2025 |
|
Retirement Planning If You Live Longer (or Shorter) Than Average
|
Oct 03, 2025 |
|
How to Plan Income from Different Tax Buckets
|
Oct 02, 2025 |
|
How to Make Life Insurance Cash Value Work for You
|
Oct 01, 2025 |
|
Should Couples Keep Finances Separate in Retirement?
|
Sep 30, 2025 |
|
How to Keep Income Flowing During a Market Crash
|
Sep 29, 2025 |
|
What to Know Before Open Enrollment 2025
|
Sep 26, 2025 |
|
The Truth About Annuity Bonuses
|
Sep 25, 2025 |
|
How to Get Out of a non-qualified Variable Annuity (Without a Huge Tax Bill)
|
Sep 24, 2025 |
|
Fixed vs. Index vs. Variable: What’s the Difference?
|
Sep 23, 2025 |
|
What the Fed’s Rate Cuts Could Mean for Your Money
|
Sep 22, 2025 |
|
How to Leave an Inheritance Without Ruining Your Kids
|
Sep 19, 2025 |
|
Private Equity in 401(k)s: Opportunity or Risk?
|
Sep 18, 2025 |
|
What to Expect When Working with a Financial Advisor
|
Sep 17, 2025 |
|
Tax-Efficient Retirement Income from a Brokerage Account
|
Sep 16, 2025 |
|
What to Know Before Retiring in Your 50s
|
Sep 15, 2025 |
|
Your Encore Years - A Special Episode
|
Sep 12, 2025 |
|
Breaking Down the Self-Insure Option
|
Sep 05, 2025 |
|
How to Get on the Same Page as Your Spouse When It Comes to Risk
|
Sep 04, 2025 |
|
Dynamic Indexes vs. Static Indexes
|
Sep 03, 2025 |
|
A Difficult Conversation Around Commissions
|
Sep 02, 2025 |
|
When Broad Diversification May Not Make Sense
|
Sep 01, 2025 |
|
Why Lowering Interest Rates Could Mean Several Things
|
Aug 29, 2025 |
|
When Even Fiduciaries Have a Conflict of Interest
|
Aug 28, 2025 |
|
Two Parts to Retirement Planning: Financial and Non-Financial
|
Aug 27, 2025 |
|
Buffered ETFs vs Fixed Indexed Annuities
|
Aug 26, 2025 |
|
It’s Time to Change Your Definition of Risk
|
Aug 26, 2025 |
|
An Unconventional Look at Your Advisor’s Services
|
Aug 22, 2025 |
|
There’s More Risk Than Market Risk to Consider
|
Aug 21, 2025 |
|
How to Plan for the Last 10 Years of Your Career
|
Aug 20, 2025 |
|
Ways to Adjust a Non-Retirement Portfolio
|
Aug 19, 2025 |
|
Don't Make This Mistake as You Prepare for Retirement
|
Aug 18, 2025 |
|
Why You Should Assume Everything Affects Everything Else in Retirement
|
Aug 15, 2025 |
|
Why It Is Hard to Sell Your Best Investments, Even When You Know You Should
|
Aug 14, 2025 |
|
How to Retire When Kids are Still Living at Home
|
Aug 13, 2025 |
|
“Hey Mike, when is someone ‘retirement ready’?”
|
Aug 12, 2025 |
|
There’s No Such Thing as a Riskless Retirement
|
Aug 11, 2025 |
|
What Are Buffered ETFs and Are They Right for You?
|
Aug 08, 2025 |
|
How Much Should You Plan on Spending in Retirement?
|
Aug 07, 2025 |
|
Are Deductions Still Worth It?
|
Aug 06, 2025 |
|
The Risks You Have When You DIY Your Retirement Management
|
Aug 05, 2025 |
|
Flat-Market Warning Signs You Need to Know
|
Aug 04, 2025 |
|
How to Approach Your Portfolio in Retirement, Even When Markets Crash
|
Aug 01, 2025 |
|
How to Sell Your Investment Real Estate Before Retirement
|
Jul 31, 2025 |
|
Why You May Not Need a Death Benefit in Retirement
|
Jul 30, 2025 |
|
Why You Need to Pay Attention to Your MAGI in Retirement
|
Jul 29, 2025 |
|
How to Figure Out Your Cash Flow Amount in Retirement
|
Jul 25, 2025 |
|
Different Living Situations for Retirees
|
Jul 24, 2025 |
|
Why You May Not Want to “Plan and Invest Like the Rich."
|
Jul 23, 2025 |
|
Why You May Not Want to Convert All Your Money to Roth
|
Jul 22, 2025 |
|
How Social Security Taxes Have Changed
|
Jul 21, 2025 |
|
Different Ways to Get Funds into Roth or Other Tax-Free Accounts
|
Jul 18, 2025 |
|
Benefits and Detriments with “Fixed-Income” (Income from Bonds)
|
Jul 17, 2025 |
|
Why the Market, Politics, and Other Concerns Should Not Delay Your Retirement
|
Jul 16, 2025 |
|
The Problem with Filing for Social Security Early with the Intention of Investing Your Benefits
|
Jul 15, 2025 |
|
Why More Risk Doesn’t Necessarily Mean More Reward
|
Jul 14, 2025 |
|
Renting or Buying: Which is Better in Retirement?
|
Jul 11, 2025 |
|
How Your Social Security Taxes are Calculated
|
Jul 10, 2025 |
|
Income Strategies for the First Five Years of Your Retirement
|
Jul 09, 2025 |
|
What Are Your 401(k) Fees?
|
Jul 08, 2025 |
|
How War Can Affect the Market
|
Jul 07, 2025 |
|
What does “Self-Insuring” Really Mean?
|
Jul 04, 2025 |
|
Ways to Give to Your Kids and Grandkids
|
Jul 03, 2025 |
|
What to Do Once You Receive a Large Sum of Money
|
Jul 02, 2025 |
|
Why the 4%, 6%, or Even 8% Withdrawal Rates Could Be Consider Dangerous
|
Jul 01, 2025 |
|
Fees and Where to Find Them
|
Jul 01, 2025 |
|
Why Social Security Is More Secure Than You May Realize
|
Jun 27, 2025 |
|
Why Inflation May Not Be Under Control
|
Jun 26, 2025 |
|
What College and Professional Athletes Need to Know About Money
|
Jun 25, 2025 |
|
Why Financial Advisors Make Money When You Don’t
|
Jun 24, 2025 |
|
Why Cash May Not Be as Safe as You May Think
|
Jun 23, 2025 |
|
Risks Associated with CDs and Treasuries
|
Jun 21, 2025 |
|
What to Consider Doing Now Incase the Dollar Continues Loses Value
|
Jun 20, 2025 |
|
How to Big Beautiful Bill Could Affect Your Retirement
|
Jun 19, 2025 |
|
Why All Cash May Be Riskier Than You Think
|
Jun 19, 2025 |
|
The Problems with Marketing in Financial Services
|
Jun 15, 2025 |
|
Non-Financial Tips That Can Help You Stay Sharp and Healthy
|
Jun 14, 2025 |
|
How to Handle Risk Differences In a Relationship
|
Jun 13, 2025 |
|
How to Address Loans Against Your 401(k)
|
Jun 12, 2025 |
|
A Brief History of “AI” Running Investment Models
|
Jun 11, 2025 |
|
Stock Picking vs Buying Indexes
|
Jun 06, 2025 |
|
How to Align Your RMD with Your Income Strategy
|
Jun 05, 2025 |
|
What to Consider When Planning to Retire Abroad
|
Jun 04, 2025 |
|
Why You May Want to Lower Risk as You Approach Retirement
|
Jun 03, 2025 |
|
Why Lifetime Income from Annuities May Sound Better Than It Is
|
Jun 02, 2025 |
|
Reasons Why the Future (and Market) Looks Bright
|
May 30, 2025 |
|
What You Can Do if You Want to Maintain Liquidity
|
May 29, 2025 |
|
How to Plan Your Retirement While Preparing to Help Support a Parent
|
May 28, 2025 |
|
Research Ideas for Those Looking for Investment Opportunities
|
May 27, 2025 |
|
How to Turn Your 401k Into a Retirement Plan
|
May 26, 2025 |
|
Is Debt OK In Retirement?
|
May 23, 2025 |
|
When It Makes Sense to Delay Your Retirement
|
May 22, 2025 |
|
The Difference Between Buffered ETFs and Structured Notes
|
May 21, 2025 |
|
Why You Shouldn’t Plan Solely on a Withdrawal Rate
|
May 20, 2025 |
|
Why You May Not Want to Blindly Follow An Indicator or Signal
|
May 19, 2025 |
|
How to Prepare for RMDs so They Don’t Become a Problem Later
|
May 16, 2025 |
|
Tips on How to Vet Investments and Products
|
May 15, 2025 |
|
How to Optimize for Survivor Benefits (Social Security, Pension, and Other)
|
May 14, 2025 |
|
Tips on How to Determine Your Retirement Cash Flow Needs
|
May 13, 2025 |
|
Should You Do IRA to Roth Conversions at the Beginning or End of the Year?
|
May 12, 2025 |
|
What to Do During Turbulent Market Conditions
|
May 09, 2025 |
|
The Reason Social Security Should Not Be Optimized by Itself
|
May 08, 2025 |
|
What to Do With Old 401(k)s
|
May 07, 2025 |
|
If You Want Lifetime Guaranteed Income, Make Sure You Understand Your Options Before Buying an Annuity
|
May 06, 2025 |
|
Why You Can’t Separate Growth Potential and Risk
|
May 05, 2025 |
|
When it Makes Sense to Work in Retirement
|
May 02, 2025 |
|
When Does an ETF or Mutual Fund Make Sense
|
May 01, 2025 |
|
Which is Worse, Taxes or Inflation?
|
Apr 30, 2025 |
|
Why Your Generic Diversified Portfolio May Not Be as Good as You Think
|
Apr 29, 2025 |
|
How to Decide Where to Put Excess Income in Preparation for Retirement
|
Apr 28, 2025 |
|
Why There Are Many Layers to Income and Withdrawal Strategies in Retirement
|
Apr 25, 2025 |
|
When Insurance May Make Sense (and When You Want to Stay Clear) in Retirement
|
Apr 24, 2025 |
|
Why the $1,000,000 Retirement Benchmark Doesn’t Make Sense
|
Apr 23, 2025 |
|
When It Makes Sense to File as Married Filing Separate
|
Apr 22, 2025 |
|
Why "Infinite Banking" May Not Be as Good as It Seems
|
Apr 21, 2025 |
|
How to Find Good Stocks
|
Apr 18, 2025 |
|
Ways to Get Out of an Annuity You Bought Recently
|
Apr 17, 2025 |
|
Why People Buy Life Insurance for Estate Planning Purposes and What Many Miss
|
Apr 16, 2025 |
|
Alternative Ways to Help Your Kids or Grandkids Get Ahead In Life
|
Apr 15, 2025 |
|
What Do You Do When Markets Go Down?
|
Apr 14, 2025 |
|
Why Your Financial Plan Will Never Be Perfect (And That’s OK)
|
Apr 11, 2025 |
|
How Interest Rates Affect Investments Differently
|
Apr 10, 2025 |
|
How to Bridge the Gap Between When You Want to Retire and When Medicare Starts
|
Apr 09, 2025 |
|
The Meaning Behind Kedrec Wealth
|
Apr 08, 2025 |
|
How to Find Out if You Are on Track to Retire on Time
|
Apr 07, 2025 |
|
How to Handle Debt When You Retire
|
Apr 04, 2025 |
|
What You Need to Know About 1031 Exchanges and Real Estate Deals
|
Apr 03, 2025 |
|
How Financial Advisors Make Money
|
Apr 02, 2025 |
|
Why the 60/40 Portfolio May Need an Update
|
Apr 01, 2025 |
|
What’s the (Real) Purpose of Working with a Financial Advisor (In our opinion)
|
Mar 31, 2025 |
|
What to Do With Your Tax Return
|
Mar 28, 2025 |
|
Why You May Want to Vet Investments and Products Yourself
|
Mar 27, 2025 |
|
How to Catch Up on Your Retirement Savings
|
Mar 26, 2025 |
|
When Life Insurance Can Play a Role in Retirement
|
Mar 25, 2025 |
|
Different Markets to Place Assets Until Things Settle Down
|
Mar 24, 2025 |
|
Strategies that Can Help Reduce Medicare Surcharges (IRMAA)
|
Mar 21, 2025 |
|
Why Even Flat-Fee Advisors May Have Conflicts of Interest
|
Mar 20, 2025 |
|
Different Ways to Include Your HSA in Your Retirement Plan
|
Mar 19, 2025 |
|
When Target Date Funds May Make Sense (and When They Do Not)
|
Mar 18, 2025 |
|
Retirement Preparation Tips for Those Who May Not Consider Themselves Wealthy
|
Mar 17, 2025 |
|
Why Social Security Optimization and Tax Minimization is Changing
|
Mar 14, 2025 |
|
When to Sell Stocks That Have Lost Money (And When to Wait for them to recover).
|
Mar 13, 2025 |
|
Tips on Researching Where to Move When You Retire
|
Mar 12, 2025 |
|
Why Working With a CFP Should Not Be the Only Thing You Look For in an Advisor
|
Mar 11, 2025 |
|
Why Bonds May Do Better Than Stocks in the Near Future
|
Mar 10, 2025 |
|
What We Believe Every Retirement Income Strategy Needs
|
Mar 07, 2025 |
|
When it May Be Appropriate to Take More Risk in Retirement With A Portion of Your Portfolio
|
Mar 06, 2025 |
|
How the Ultra-Wealthy Minimize Their Tax Burdens and Why it May Not Make Sense For Your Situation
|
Mar 05, 2025 |
|
Why the Right Answer to Financial Questions is “It Depends”
|
Mar 04, 2025 |
|
How to Set Your Individual Retirement Savings Goal (And What to do When You are Close)
|
Mar 03, 2025 |
|
When it Makes Sense to Manage Your Own Money and When to Hire a Professional Money Manager
|
Feb 28, 2025 |
|
How to Address Inflation Risk in Retirement
|
Feb 27, 2025 |
|
Discover the Origin Story of the Kedrec Reservoir Strategy
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Feb 26, 2025 |
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Why it is Important to Define the Benefits and Detriments of Any Investment or Product
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Feb 25, 2025 |
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How to Prepare to Retire on Time, Based on Your Age and Goals
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Feb 24, 2025 |
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AI Stocks, Bubbles, and Creative Destruction
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Feb 21, 2025 |
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Why Every Retirement Plan Should be Different
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Feb 20, 2025 |
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How to Plan Your Retirement if You Want to Live Abroad
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Feb 19, 2025 |
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When it May Make Sense to Pay Off Your Mortgage Before You Retire
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Feb 18, 2025 |
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The Difference Between an Index, Indexing, and an Indexed Investment or Product
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Feb 17, 2025 |
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Flat-Fee vs Assets Under Management Fees
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Feb 14, 2025 |
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How A Rollover May Offer You More Control Over Your Retirement Accounts
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Feb 13, 2025 |
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When Life Insurance May Factor Into Your Retirement Plan
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Feb 12, 2025 |
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Why Changes to Social Security Shouldn’t Keep You Up at Night
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Feb 11, 2025 |
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Your Retirement Goal Line is Near – How Your Playbook Changes in Retirement
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Feb 10, 2025 |
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How to Determine If Your Current Retirement Plan is Oversimplified
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Feb 07, 2025 |
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Why Tax Planning and Your Investments Are Connected
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Feb 06, 2025 |
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The Difference Between Various Real Estate Investment Options
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Feb 05, 2025 |
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How Much Does it Cost to be You?
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Feb 04, 2025 |
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When It Makes Sense to Work With An Advisor
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Feb 03, 2025 |
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Why Healthcare Planning Is More Than Long-Term Care Planning
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Jan 31, 2025 |
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What Retirees Need to Know About Rental Property
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Jan 30, 2025 |
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What Could Happen if Teen Workers Invested in a Roth?
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Jan 29, 2025 |
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Is the Dividend Portfolio Still Reliable?
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Jan 28, 2025 |
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How to Approach Your Stock Holdings With a Low Basis
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Jan 27, 2025 |
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The Purpose of a Reservoir in a Retirement Plan
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Jan 24, 2025 |
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How Much Do You Need to Save Before You Can Retire?
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Jan 23, 2025 |
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Is There an Optimal Balance Between Protected Assets and Growth Assets?
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Jan 22, 2025 |
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Where You Draw Income From During Retirement Matters
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Jan 21, 2025 |
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Why Shorting the Market May Not Be a Good Strategy for Retirees
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Jan 20, 2025 |
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Why You Can’t Have a Riskless Retirement
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Jan 17, 2025 |
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Why Did Mortgage Rates Go Up When the Fed Lowered Rates?
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Jan 16, 2025 |
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What Many People Don’t Realize When it Comes to Timelines and Tax Planning
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Jan 15, 2025 |
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When You Can (and Cannot) Dip Into Your Principal in Retirement
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Jan 14, 2025 |
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Why You May Want to Consider Diversifying Out of the Magnificent Seven
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Jan 13, 2025 |
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How to Handle Your Personal Cash Flow in Retirement
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Jan 10, 2025 |
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Four Strategies to Consider When Seeking Growth in Your Portfolio
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Jan 09, 2025 |
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How to Navigate Healthcare and Health Insurance Before Medicare Starts
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Jan 08, 2025 |
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What are Buffered ETFs and do They Qualify for the Reservoir Strategy?
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Jan 07, 2025 |
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Why People Need to Check Their Assumptions When it Comes to Their Investment Decisions
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Jan 06, 2025 |
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How Much Principal Protection is Enough When You Retire?
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Jan 03, 2025 |
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Why Your Recent Average Return Could be Deceptive
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Jan 02, 2025 |
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How to Tell if Your Pension Affects Your Social Security Benefits
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Jan 01, 2025 |
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The Danger With Flat-Fee Portfolio Reviews
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Dec 31, 2024 |
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What Many People Miss When Considering an Equities (Stock) Portfolio
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Dec 30, 2024 |
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Why Charity Matters (With Tammy Reid and Other Guests)
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Dec 23, 2024 |
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The Danger of Following Oversimplified Advice From Influencers
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Dec 20, 2024 |
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Why You May Not Want to Rely on the Monte Carlo in Retirement
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Dec 19, 2024 |
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IULs Are Not Perfect, but They May Have Their Place
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Dec 18, 2024 |
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Should You File Your Own Taxes or Get Help?
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Dec 17, 2024 |
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When IRA to Roth Conversions Do Not Make Sense
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Dec 16, 2024 |
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What "Timing the Market" Really Means
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Dec 14, 2024 |
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Celebrating Our 100th Episode (Reflections and Giveaways)
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Dec 13, 2024 |
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Do the Wealthy Have Tax Advantages?
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Dec 12, 2024 |
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Why Mike Believes Reverse Mortgages Don’t Make Sense
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Dec 11, 2024 |
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Why You May Not Want to Turn Your Hobby Into a Business in Retirement
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Dec 10, 2024 |
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Why You May or May Not Need $1.5 Million Saved for Retirement
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Dec 09, 2024 |
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Does Private Equity Make Sense in Your Retirement Portfolio?
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Dec 06, 2024 |
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What Might be Missing From Your Portfolio
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Dec 05, 2024 |
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How to Prepare to Retire on Time if You Are Currently 50 Years Old
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Dec 04, 2024 |
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How to Prepare for the Market in 2025
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Dec 03, 2024 |
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Does Private Equity Make Sense in Your Retirement Portfolio?
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Dec 02, 2024 |
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How Indexed Universal Life Insurance is Sold and What You Need to Know
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Nov 29, 2024 |
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What Happens When A Widow or Widower Remarries in Retirement?
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Nov 28, 2024 |
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Strategies That May Help You Retire Before 59½
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Nov 27, 2024 |
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What to do if You Start Saving for Retirement Late
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Nov 26, 2024 |
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What You Need to Know About Trump’s Tariff Strategy
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Nov 25, 2024 |
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How to Talk to the Family About Your Estate Plan
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Nov 22, 2024 |
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Discover Different Ways Annuity Income Could Work in Your Plan
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Nov 21, 2024 |
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How to Navigate Medicare When You Turn 65 and Plan to Continue to Work
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Nov 20, 2024 |
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What Happens to Your Social Security Benefit if You Move Abroad?
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Nov 19, 2024 |
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Exploring Different Ways to Invest in the Market
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Nov 18, 2024 |
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When it Doesn’t Make Sense to do IRA to Roth Conversions
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Nov 15, 2024 |
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The Potential Risk of Taking Social Security Too Soon or Too Late
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Nov 14, 2024 |
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How to Prepare for a Potential Flat Market
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Nov 13, 2024 |
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How Old 401(k)s Can be New Investment Opportunities
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Nov 12, 2024 |
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Common Risks Many Retirees Miss
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Nov 11, 2024 |
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How Does Your Spending Change When You Retire?
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Nov 08, 2024 |
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How to Vet the Quality of Your Current Fixed-Indexed Annuities
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Nov 07, 2024 |
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The Basics on Structuring Your Business Before the Sale
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Nov 06, 2024 |
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When it Makes Sense to Pay Off Your Mortgage When You Retire
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Nov 05, 2024 |
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The Election May Affect the Economy Less Than You Think
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Nov 04, 2024 |
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How to Change Your Senior Healthcare Plan During Open Enrollment
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Nov 01, 2024 |
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How to Prepare for the Potential Decrease in Social Security Benefits
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Oct 31, 2024 |
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The Difference Between Social Security, Pensions, and Annuities
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Oct 30, 2024 |
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When Healthcare Can Become a Tax Problem
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Oct 29, 2024 |
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Why No One Can Claim to Have a Riskless Retirement
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Oct 28, 2024 |
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What You Should Expect When You First Start Talking With a Financial Professional
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Oct 25, 2024 |
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Four Things to Consider if You Are in Your 40s and Saving for Retirement
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Oct 24, 2024 |
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Investments and Products to Consider as Interest Rates Go Down
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Oct 23, 2024 |
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How a Trigger Rate Works Within Fixed-Indexed Annuities
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Oct 22, 2024 |
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What You Need to Know About Open Enrollment
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Oct 21, 2024 |
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Tips on How to Structure the Sale of Your Business
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Oct 18, 2024 |
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Ways to Take Your 401k and Transform it Into a Retirement Plan
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Oct 17, 2024 |
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Why Many People Become Depressed in Retirement
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Oct 16, 2024 |
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How to Navigate Picking the Right Senior Healthcare Plan
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Oct 15, 2024 |
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Why Year-End Tax Planning Should Be More Than IRA to Roth Conversions
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Oct 14, 2024 |
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The Basics of the Bucket Strategy in Retirement
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Oct 11, 2024 |
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The Problem with AUM Fees When You Buy and Hold
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Oct 10, 2024 |
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A High-Level Overview of Various Investments and Products
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Oct 09, 2024 |
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Various Ways to Take Your 401K and Turn it Into A Retirement Income Plan
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Oct 08, 2024 |
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Ways to Invest in Real Estate (Based on Age and Experience)
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Oct 07, 2024 |
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Why Suitability Questionnaires May Not Be Enough
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Oct 04, 2024 |
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Understanding the Good, the Bad, and the Ugly of Indexed Universal Life Insurance in Retirement
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Oct 03, 2024 |
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How Often Should You Rebalance Your Portfolio
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Oct 02, 2024 |
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Breaking Down Retirement Savings Plans for Self-Employed Individuals
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Oct 01, 2024 |
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Addressing a Potential Conflict of Interest in Annuity Sales
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Sep 30, 2024 |
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1031 Exchange Options for Those Trying to Sell Their Investment Real Estate
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Sep 27, 2024 |
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The Difference Between Basic Tax Planning and Comprehensive Tax Planning
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Sep 26, 2024 |
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What to do With Your Annuity When it Struggles to Grow
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Sep 25, 2024 |
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Why a Pension Might Not Be Enough for Retirement (and What to Do About It)
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Sep 24, 2024 |
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Why the National Debt Should Concern Those on a Fixed Income
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Sep 23, 2024 |
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Why the Rule of 100 May Not Make Sense in Retirement
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Sep 20, 2024 |
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Why an Advisor May be Your Spouse’s Back-Up Plan
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Sep 19, 2024 |
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What to Expect in a Decreasing Interest Rate Environment
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Sep 18, 2024 |
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Ways to Potentially Lower Your Risk Without Losing too Much Liquidity
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Sep 17, 2024 |
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10 Ways You Can Generate Income in Retirement
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Sep 16, 2024 |
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What Every Spouse Needs to Know Before Their Spouses Passes
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Sep 13, 2024 |
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Decoding What’s Really Happening at Many Retirement Dinner Events
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Sep 12, 2024 |
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Why Long-Term Care Insurance is Problematic
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Sep 11, 2024 |
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How to Strategically Liquidate Your Delaware Statutory Trust Positions
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Sep 10, 2024 |
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Why Qualified and Non-Qualified Accounts Should Have Different Growth Strategies
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Sep 09, 2024 |
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How to Determine How Much of Your Portfolio Should Be Protected
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Sep 08, 2024 |
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Why It Takes More Than a Dollar Amount to Know When You Can Afford to Retire
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Sep 07, 2024 |
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Tax Minimization for Those Who Have Pensions
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Sep 07, 2024 |
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How the Election Could Affect the Markets
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Sep 06, 2024 |
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Why Financial Professionals Tend to Offer Conflicting Advice
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Sep 05, 2024 |
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What to do if You are Concerned the Market Will Crash Soon
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Aug 30, 2024 |
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Why Social Security Optimization is More Than Looking at Your Longevity
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Aug 29, 2024 |
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How to Prepare for Required Minimum Distributions When You Don’t Need the Distributions
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Aug 28, 2024 |
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The Landlord's Exit Strategy
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Aug 27, 2024 |
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Potential Pitfalls For Those Who Want to Retire Before 59 ½ Years Old
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Aug 26, 2024 |
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Why I Believe Variable Annuities Rarely Make Sense
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Aug 25, 2024 |
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How to Prepare For Retirement and a Recession
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Aug 24, 2024 |
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Why Term Life Insurance May Not Make Sense In Retirement
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Aug 23, 2024 |
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How Interest Rates Could Affect Those Near Retirement
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Aug 22, 2024 |
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Why Value Funds May Not Offer As Much Value As You Think
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Aug 21, 2024 |
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When Does it Make Sense to Manage Your Investments on Your Own?
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Aug 20, 2024 |
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How to Plan Tax-Efficient Distributions From an Inherited IRA
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Aug 19, 2024 |
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What to Do If You Are Scared You’ll Run Out of Money in Retirement
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Aug 18, 2024 |
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How Fixed-Indexed Annuities Work as a Bond Alternative
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Aug 17, 2024 |
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How to Plan for Healthcare Before Medicare
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Aug 16, 2024 |
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Why DIY Investors Still Need a Relationship With a Licensed Financial Professional
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Aug 14, 2024 |
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How to Turn Your 401(k) Into a Retirement Plan
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Aug 09, 2024 |
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How to Prepare For Retirement With a 401(k)
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Aug 07, 2024 |
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Can I Manage my Portfolio as Well as a Fund Manager?
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Aug 07, 2024 |
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How to Invest in Real Estate
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Aug 06, 2024 |
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Is it Ever Okay to Surrender an Annuity Early?
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Jul 26, 2024 |
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Estate Planning 101
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Jul 26, 2024 |
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What to Consider When Filing for Social Security Benefits
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Jul 26, 2024 |
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Do People Really Need Financial Advisors?
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Jul 26, 2024 |
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Retirement Income Strategies-Balancing Protection With Growth
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Jul 26, 2024 |